Managers of Wealth Fintech

Digital Bank Founder Worth $6 Billion to Donate Most of Fortune

Nubank’s David Velez and his wife, Mariel Reyes, committed to give most of their wealth to philanthropy.

SS&C GlobeOp Hedge Fund Performance Index: July performance -0.34%; Capital Movement Index: August net flows advanced 0.55%

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.55% in August.

Broadridge Reports Fourth Quarter and Fiscal 2021 Results

Broadridge has increased its annual dividend every year since we became a public company

LEAD Consult aligns with additiv to support growing demand for embedded wealth implementation

Together, fast and efficient implementation is ensured to enable platform solutions

Objectway Acquires Leading German Core Banking Software Specialist

With this acquisition, Objectway complements and strengthens its Wealth and Asset Management offerings with a solid and comprehensive Core Banking platform.

WealthTech Views RegTech Report: The view from Novastone

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Douglas Orr, Founder & Chief Executive Officer at Novastone

Abrdn bags AI wealth management firm in first acquisition post-revamp

Exo Investing offers artificial intelligence powered investment technology, enabling every customer to create a unique portfolio built around their individual goals, risk profile and preferences.

Objectway Commits for the Highest Good of All: A Sustainability Statement

One of the green issues currently having a major impact on society is indeed plastic

Broadridge onboards UBS onto Distributed Ledger Repo platform

This partnership reinforces our overall digital strategy, leveraging new technologies aimed at reducing risk and improving efficiencies in the financial markets.

Top Hong Kong virtual banks seek new frontier in second year of operations, eye marriage with wealth management services

Wealth management is our next priority, say CEOs of ZA Bank, WeLab Bank, while Mox Bank wants to expand its credit card services

STP Investment Services Launches New Wealth Management-Focused Technology and Accompanying Service Offering

Backed by years of success providing outsourced operations to institutional and wealth management firms alike, STP debuts a set of features including new reporting methods and new integrations with established WealthTech powerhouses.

From process enhancement to relationship building- the role of technology within wealth management

Interview from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021) and featuring Sopnendu Mohanty, Chief FinTech Officer, Monetary Authority of Singapore (MAS)

Towards the New Normal, Chapter Three: Restore

In times of exceptional change, coming back to what it was cannot happen, traditional models cannot keep up effectively with post-pandemic life.

Wealth Dynamix Wins 'XCelent Functionality Award' in New Wealth Management CRM Report

The award was revealed in Celent's CRM Platforms: North America Wealth Management report

Australia’s Newest Digital Bank Goes Live on Temenos to Champion Fairer, More Human Banking Experiences

The new digital bank was built on The Temenos Banking Cloud to disrupt the Australian retail banking market with fast, simple, fairer and more human banking

SMArtX Expands Partnership with SS&C's Black Diamond Wealth Platform

Seamless API and data integration enhance business process automation

Wealth Dynamix Wins 'XCelent Functionality Award'

The judges awarded the top rank for 'breadth of functionality' to the WDX1 platform from Wealth Dynamix following an extensive review of the platform's capabilities

Digital Banking UX in Islamic Finance

At first glance, this market expects the same as all consumers – convenient mobile-first banking via a secure app and a seamless, omnichannel experience for in-person support where needed.

WealthTech Views RegTech Report: The view from InvestCloud

Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Alessandro Tonchia, Head of Strategy at InvestCloud Private Banking & Wealth

Mako Fintech Secures $2M Seed Funding Led by Desjardins Capital

The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.

Wealth & Asset Management